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This guide takes you from a fresh account to your first grounded answer.
1

Create your account

Sign up with your work email and a password. You’ll be signed in automatically and taken to onboarding.
2

Set up your agency

On the onboarding screen, search for your agency to create your organization. HomecareHQ enriches your profile from public sources (your website and business listing) so you start with useful context, not a blank slate.
3

Invite your team

Go to Admin Settings → Team and invite owners, admins, and managers by email. Each person gets a secure invite link to join your organization.
Roles control what each person can do. Owners and admins manage settings and documents; managers get read and review surfaces; members consume knowledge through AskHQ chat.
4

Add your operating documents

Go to Admin Settings → Documents and upload the materials you want AskHQ to answer from — employee handbooks, policies, SOPs, and procedures. See Source documents.
5

Ask your first question

Open Ask HQ and ask something your documents can answer, like “What’s our PTO accrual policy?” You’ll get an answer with a Sources citation showing where it came from.
6

(Optional) Connect a business system

To ask about live financial or workforce data, connect a system from Admin Settings → Integrations. See Connecting your systems.

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Who sees what

Owners & admins

Full access — manage the organization, team, documents, and integrations.

Managers

Read and review surfaces; can use AskHQ and dashboards.

Members

Use AskHQ chat and view shared dashboards; no admin settings.

Caregivers

Limited chat participants, scoped to what they’re allowed to see.